JWCA
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J.W. Cole Advisors’s Kraft Heinz KHC Stock Holding History

J.W. Cole Advisors’s Portfolio KHC Stock Details KHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54M Buy
+65,125
New +$1.5M 0.03% 596
2026
Q1 		– Sell
-75,936
Closed -$1.78M – 1161
2025
Q4 		$1.78M Sell
75,936
-5,281
-7% -$131K 0.04% 430
2025
Q3 		$2.11M Sell
81,217
-5,496
-6% -$149K 0.04% 428
2025
Q2 		$2.24M Buy
86,713
+7,357
+9% +$204K 0.05% 377
2025
Q1 		$2.41M Buy
79,356
+67,679
+580% +$2.03M 0.07% 270
2024
Q4 		$359K Buy
11,677
+5,404
+86% +$177K 0.01% 720
2024
Q3 		$220K Buy
+6,273
New +$216K 0.01% 871
2024
Q2 		– Sell
-5,891
Closed -$217K – 921
2024
Q1 		$217K Sell
5,891
-820
-12% -$29.8K 0.01% 807
2023
Q4 		$248K Buy
6,711
+100
+2% +$3.4K 0.01% 701
2023
Q3 		$222K Buy
6,611
+218
+3% +$7.53K 0.02% 649
2023
Q2 		$227K Sell
6,393
-12,539
-66% -$482K 0.02% 663
2023
Q1 		$732K Buy
18,932
+12,425
+191% +$492K 0.05% 352
2022
Q4 		$265K Buy
6,507
+420
+7% +$15.9K 0.02% 608
2022
Q3 		$203K Buy
6,087
+499
+9% +$18.5K 0.02% 669
2022
Q2 		$213K Sell
5,588
-672
-11% -$26.9K 0.02% 665
2022
Q1 		$247K Buy
6,260
+408
+7% +$15.3K 0.02% 687
2021
Q4 		$210K Sell
5,852
-2,350
-29% -$84.5K 0.01% 767
2021
Q3 		$302K Buy
8,202
+2,276
+38% +$85.7K 0.02% 357
2021
Q2 		$242K Sell
5,926
-397
-6% -$16.7K 0.02% 641
2021
Q1 		$253K Buy
+6,323
New +$228K 0.02% 565
2020
Q4 		– Sell
-41,550
Closed -$1.24M – 766
2020
Q3 		$1.24M Buy
+41,550
New +$1.38M 0.1% 218

Other funds holding KHC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

J.W. Cole Advisors's KHC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Kraft Heinz (KHC) in Q2 2026: 65,125 shares worth $1.54M. The stake represents 0.03% of the portfolio and ranks #596 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in KHC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in KHC in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.41M in Q1 2025. 1,111 funds tracked by Wall St. Rank hold KHC as of Q2 2026.

  • J.W. Cole Advisors held 65,125 shares of Kraft Heinz worth $1.54M as of Q2 2026.
  • Kraft Heinz was a new J.W. Cole Advisors position in Q2 2026.
  • Kraft Heinz made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #596 holding.
  • J.W. Cole Advisors first reported a position in Kraft Heinz in Q3 2020 and has held it in 21 quarters since.
  • J.W. Cole Advisors's Kraft Heinz position peaked at $2.41M in Q1 2025.
  • 1,111 funds tracked by Wall St. Rank held Kraft Heinz as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.